Wealth Advisory Investment Analyst

Cresset; West Palm Beach (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation package

Medical, dental, and vision insurance

401(k) retirement plan

Health savings accounts

Short and long-term disability insurance

Job summary

A leading investment firm in West Palm Beach is seeking an Investment Analyst to enhance client relationships and support high net worth individuals. The analyst will review portfolios, collaborate with the National Investments Team, and assist with client trades. Ideal candidates will hold a Bachelor's Degree, preferably with CFA® or CFP® designations, have strong problem-solving and communication skills, and thrive in a dynamic environment. This role offers an opportunity for growth under experienced mentorship.

Qualifications

• Strong problem-solving ability and initiative.
• Excellent written and verbal communication skills.
• Ability to prioritize and manage multiple tasks.

Responsibilities

• Review client portfolios and assist with investment recommendations.
• Collaborate with the National Investments Team on client portfolios.
• Assist with client portfolio trades and implementation.

Skills

Problem-solving

Communication skills

Organizational skills

Analytical skills

Initiative

Education

Bachelor's Degree

CFA® or CFP® (preferred)

Tools

Microsoft Office Suite

Salesforce

eMoney

Job description

A leading investment firm in West Palm Beach is seeking an Investment Analyst to enhance client relationships and support high net worth individuals. The analyst will review portfolios, collaborate with the National Investments Team, and assist with client trades. Ideal candidates will hold a Bachelor's Degree, preferably with CFA® or CFP® designations, have strong problem-solving and communication skills, and thrive in a dynamic environment. This role offers an opportunity for growth under experienced mentorship.